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BADJATE GROWTH FUND

Badjate Wealth Private Limited

26.65 CR AUM

BADJATE GROWTH FUND

BADJATE GROWTH FUND

Badjate Wealth Private Limited

26.65 CR AUM

BSE 500 TRI
Benchmark
0yr 11mo
Age
EQUITY
Strategy
AMC: 2.50% P.A.
Fixed Fees
SCHEME 1: 15% PROFIT SHARING ON ALL PROFITS SCHEME 2: AMC 1.25% P.A. + HURDLE: 10% + 15% PROFIT SHARING ABOVE 10% HURDLE
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
0yr 11mo
Age
EQUITY
Strategy
AMC: 2.50% P.A.
Fixed Fees
SCHEME 1: 15% PROFIT SHARING ON ALL PROFITS SCHEME 2: AMC 1.25% P.A. + HURDLE: 10% + 15% PROFIT SHARING ABOVE 10% HURDLE
Variable Fees
NIL
Exit Load
Fund manager

anuj badjate

Fund Manager
EQUITYStrategies

He has over 30 years of experience in equity business, He has been a pioneer in the field of equity research and holds many multi-bagger stock identifications to his name

He has over 30 years of experience in equity business, He has been a pioneer in the field of equity research and holds many multi-bagger stock identifications to his name

Purpose

Badjate Growth Fund follows a Large Cap and Mid Cap oriented investment strategy designed to harness stability and capture growth through long term investing in fundamentally strong companies. The portfolio combines stability from established large cap businesses with the growth potential of mid cap companies, creating a resilient structure for long term capital appreciation. Stock selection follows a bottom up fundamental approach focused on identifying businesses based on intrinsic strength rather than index weight. Companies considered generally have market capitalization above ?5000 crores and demonstrate strong return ratios such as ROCE or ROE above market averages, healthy balance sheet, strong corporate governance and sustainable business practices. The strategy emphasizes buying quality companies at reasonable valuations ideally below broader market valuation multiples. Continuous monitoring of quarterly results and management concalls supports ongoing assessment of business fundamentals and investment thesis. The portfolio is designed as an active high conviction strategy typically holding about twenty to twenty five stocks which allows focused allocation and position sizing based on conviction. Structured exposure limits at stock and sector level are maintained to manage portfolio balance while maintaining diversification across industries. Sector agnostic. Market cap large cap and mid cap.

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return
15.20%
1M benchmark return
10.38%
Alpha
4.82%
1M Wealth multiple
1.15x

Investment Approach v/s Benchmark Performance

2026
2026
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Login to see the live performance and return

Wealth Creation Calculator

1M IA return
15.20%
1M benchmark return
10.38%
Alpha
4.82%
1M Wealth multiple
1.15x

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Stock - Holdings

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Sector Allocation

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